获平安斥资3亿增持 汇丰控股大涨7.8%
今日，汇丰控股小幅高开后震荡上行，截至午盘大涨7.8%报30.4港元，暂成交近19亿港元，最新总市值6290.5亿港元。不过，汇丰控股的股价与年初相比依然累计下跌超50%，创下10年以来低点。
消息面上，平安资管的增持成为汇丰控股今日转涨的利好因素。港交所披露易信息显示，9月23日，平安耗资3亿再度增持汇丰1080万股。增持完成后，平安对汇控的持股数量达到16.55亿股，持股比例升至8%，取代贝莱德重新成为汇丰第一大股东。
中国平安早在2015年12月就开始增持汇丰，到了2017年12月中国平安对汇控持股占比增至5.01%，正式构成举牌。此后几年来，平安持续在二级市场不断增持汇控。
对于举牌汇控的原因，平安很早前就曾表示，投资汇控主要是财务性投资。汇控经营业绩优，分红好，符合平安资管管理的保险资金的资产负债匹配原则。
有分析认为，平安低价增持，可以降低公司平均持仓成本。如果平安将汇丰作为按公允价值计量且其变动计入其他综合收益的金融资产，那么汇丰股价的波动并不影响平安的当期营运利润，而会通过计入平安的其他综合收益来影响其净资产。
同时，汇控长期稳定的高额派息，也是对中国平安有很有吸引力的优势。通过增加配置长久期的资产，以平冲平安资产及负债端的久期。
汇丰控股今年来连续大跌，与其负面消息频发难脱干系。此前有传闻称，汇丰控股或被商务部纳入《不可靠实体清单》。随后汇丰控股又卷入“庞氏骗局”丑闻，9月20日，BBC报道称，英国汇丰银行在明知有客户搞“庞氏骗局”、存在欺诈行为的情况下，仍允许他们从美国转账数千万美元。
除此之外，汇丰控股2020年上半年业绩也差于预期。数据显示，汇丰控股上半年的基准收入为267亿美元，同比下降9%；归属于母公司普通股东的利润为19.8亿美元，同比下降77%；税后基准利润为31亿美元，同比下降69%；税前基准利润下降65%，至43亿美元。另外，汇丰控股本季度归属于母公司普通股东的利润仅为1.9亿美元，同比下降高达95.6%。
花旗发研报指出，由于第三季的盈利压力仍持续，预料香港本地银行今年或会削减每股派息12%至38%。尽管汇控派息或因盈利能力较弱而较以往低，但随着净息差渐趋稳定，银行的盈利压力将于第四季有所缓解，预料汇丰可能会于今年第四季度恢复派息。
摩根士丹利发表报告表示，行业预计汇控全年净利息收入增长将与生息资产增速同步，但该行认为本港拆息走势将带来惊喜，拆息自次季起反弹，预计有助汇控次季整体净息差按季扩阔4至5个百分点，此外，大摩还称汇控英国业务融资定位强劲。
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